Linde vs Agnico Eagle
This page compares Linde plc and Agnico Eagle Mines Ltd, examining business models, financial performance, and market context. It presents neutral, accessible information to help readers understand each company side by side. Educational content, not financial advice.
This page compares Linde plc and Agnico Eagle Mines Ltd, examining business models, financial performance, and market context. It presents neutral, accessible information to help readers understand ea...
Why It's Moving
LIN Shares Dip on Soft 2026 Guidance Despite Q4 Earnings Beat and Mixed Analyst Views
- J.P. Morgan downgraded LIN to Neutral, flagging stagnant organic volumes and flat sequential pricing for quarters, a trend echoing rival Air Products.
- Citigroup held Buy rating and nudged price target higher to $545, betting on Linde's strong margins at 29.8% and 24.2% return on capital.
- CEO Sanjiv Lamba touted resilient performance with EPS growth of 6%, but investors fixated on helium price drops curbing near-term earnings upside.
AEM Powers Ahead with Bullish Momentum as Gold Miner's Technicals Signal Strength Ahead of Earnings.
- Momentum surges with a top-tier Style Score of A and recent price gains of 15.43% year-to-date in 2026, bolstered by four buy signals outpacing two sell signals.
- Analysts lifted 2025 earnings estimates by $0.14 to $8.13 per share in the last 60 days, reflecting confidence in operational resilience and an average earnings surprise of +11.6%.
- Strong balance sheet shines through $1.19B free cash flow in Q3 2025 and a net cash position of $2.16B, reinforcing financial flexibility amid steady 3.3-3.5M oz gold production guidance.
LIN Shares Dip on Soft 2026 Guidance Despite Q4 Earnings Beat and Mixed Analyst Views
- J.P. Morgan downgraded LIN to Neutral, flagging stagnant organic volumes and flat sequential pricing for quarters, a trend echoing rival Air Products.
- Citigroup held Buy rating and nudged price target higher to $545, betting on Linde's strong margins at 29.8% and 24.2% return on capital.
- CEO Sanjiv Lamba touted resilient performance with EPS growth of 6%, but investors fixated on helium price drops curbing near-term earnings upside.
AEM Powers Ahead with Bullish Momentum as Gold Miner's Technicals Signal Strength Ahead of Earnings.
- Momentum surges with a top-tier Style Score of A and recent price gains of 15.43% year-to-date in 2026, bolstered by four buy signals outpacing two sell signals.
- Analysts lifted 2025 earnings estimates by $0.14 to $8.13 per share in the last 60 days, reflecting confidence in operational resilience and an average earnings surprise of +11.6%.
- Strong balance sheet shines through $1.19B free cash flow in Q3 2025 and a net cash position of $2.16B, reinforcing financial flexibility amid steady 3.3-3.5M oz gold production guidance.
Investment Analysis
Linde
LIN
Pros
- Linde reported a 7% year-over-year EPS increase in Q3 2025, beating expectations with $4.21 per share.
- The company achieved 3% year-over-year revenue growth driven by electronics and commercial segments.
- Linde has a strong global presence with operations spanning multiple countries and sectors, supporting diversification.
Considerations
- Q3 2025 revenue slightly missed forecasts, indicating challenges in meeting growth expectations.
- Linde's stock price shows medium volatility with a recent bearish market sentiment and a predicted slight price decline in 2025.
- European market challenges persist, potentially impacting short to medium-term performance.
Agnico Eagle
AEM
Pros
- Agnico Eagle Mines is positioned for growth with plans to increase gold production to over 4 million ounces by 2032.
- The company maintains robust financial health with industry-leading EBITDA margins and strong return on assets and equity.
- Agnico Eagle operates in politically stable jurisdictions, reducing geopolitical risks and enhancing operational consistency.
Considerations
- Agnico Eagle commands a premium valuation with a high Price/Earnings ratio significantly above sector average.
- Its price-to-sales and price-to-book ratios are elevated, indicating the stock may be priced for strong growth already.
- Exposure to commodity price fluctuations, especially gold and base metals, introduces earnings variability risk.
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Linde (LIN) Next Earnings Date
Linde plc will release its fourth quarter 2025 earnings report on Thursday, February 5, 2026, before market open at 06:00 EST. The company will host a conference call at 09:00 EST the same day, with webcast replay available beginning at 10:30 EST. This earnings announcement will cover the fiscal quarter ending December 2025 and is expected to include earnings per share of approximately $4.15 with revenues around $8.53 billion.
Agnico Eagle (AEM) Next Earnings Date
Agnico Eagle Mines Ltd (AEM) is estimated to report its next earnings on February 12, 2026. This release will cover the Q4 2025 quarter, aligning with the company's historical late-February reporting pattern for year-end results. A conference call is typically scheduled the following day to discuss the outcomes.
Linde (LIN) Next Earnings Date
Linde plc will release its fourth quarter 2025 earnings report on Thursday, February 5, 2026, before market open at 06:00 EST. The company will host a conference call at 09:00 EST the same day, with webcast replay available beginning at 10:30 EST. This earnings announcement will cover the fiscal quarter ending December 2025 and is expected to include earnings per share of approximately $4.15 with revenues around $8.53 billion.
Agnico Eagle (AEM) Next Earnings Date
Agnico Eagle Mines Ltd (AEM) is estimated to report its next earnings on February 12, 2026. This release will cover the Q4 2025 quarter, aligning with the company's historical late-February reporting pattern for year-end results. A conference call is typically scheduled the following day to discuss the outcomes.
Which Baskets Do They Appear In?
Bloom Energy Stock: What's Next for Digital Africa
As Africa's digital economy expands, the demand for stable and clean electricity for data centers and industry is growing rapidly. This basket offers exposure to US-listed firms at the forefront of providing next-generation power solutions, from fuel cells to the infrastructure that supports them.
Published: September 11, 2025
Explore BasketBest REITs Nigeria: Beyond Traditional Property
Africa's rapid urbanization is creating massive demand for new housing, offices, and infrastructure, offering a significant growth opportunity for investors. This basket provides exposure to this trend through US and EU-listed global real estate giants, asset managers, and technology firms shaping Africa's property markets.
Published: September 10, 2025
Explore BasketWhich Baskets Do They Appear In?
Bloom Energy Stock: What's Next for Digital Africa
As Africa's digital economy expands, the demand for stable and clean electricity for data centers and industry is growing rapidly. This basket offers exposure to US-listed firms at the forefront of providing next-generation power solutions, from fuel cells to the infrastructure that supports them.
Published: September 11, 2025
Explore BasketBest REITs Nigeria: Beyond Traditional Property
Africa's rapid urbanization is creating massive demand for new housing, offices, and infrastructure, offering a significant growth opportunity for investors. This basket provides exposure to this trend through US and EU-listed global real estate giants, asset managers, and technology firms shaping Africa's property markets.
Published: September 10, 2025
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